Personal Banker I: Customer-Focused Financial Partner

First Bank; Winston-Salem (NC); On-site; USD 32,000 - 52,000; Full time

Job summary

First Bank in Winston-Salem, NC seeks a Personal Banker I to assess customer needs and offer banking products. Under supervision, you will generate leads, build relationships, and deliver clear guidance at the service window and during needs assessments.

Requirements include 1–3 years banking or customer sales experience, strong communication, and basic sales knowledge. You will handle account openings, loan applications, and daily branch activities, while adhering to security and regulatory

Qualifications

• High school diploma or GED is required.
• Experience in customer service or sales preferred.
• Basic knowledge of banking products and operations is helpful.

Responsibilities

• Coordinates both the Personal Banker and Service Representative functions in the delivery of efficient, accurate and professional service that defines great customer experience.
• Provides transactional support to the Service Area (Tellers) as well as dual control functionality as applicable (75%).
• Opens all types of personal and business accounts and prepare related documentation (25%).
• Inputs and closes personal loan applications including DDA lines of credit and credit card applications.
• Assists customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction as it may relate to: Deposit accounts, Debit and Credit cards, Safe deposit boxes, Official checks, Any other bank product or service.
• Processes non-post report, wire transfers, credit card orders, address changes, check and deposit slip orders, endorsement stamp orders and any other related branch reporting or process.
• Be familiar with all security procedures of Branch, including opening & closing, personnel safety, and Bank procedures.
• Interfaces with customers via telephone or in person.
• Must be able to support multiple branch locations as needed.
• Exhibits effective communication

Skills

Customer service

Sales skills

Communication

Time management

Interpersonal skills

Education

High school diploma or GED

Tools

Word processing software

Spreadsheet software

Mainframe systems

Job description

First Bank in Winston-Salem, NC seeks a Personal Banker I to assess customer needs and offer banking products. Under supervision, you will generate leads, build relationships, and deliver clear guidance at the service window and during needs assessments.

Requirements include 1–3 years banking or customer sales experience, strong communication, and basic sales knowledge. You will handle account openings, loan applications, and daily branch activities, while adhering to security and regulatory